Sometimes finding the next big opportunity requires nothing more than common sense. By 2018 frac sand demand in the United States will have tripled from 2016. Common sense is all you need to know that this will be very good for frac sand stocks. That is simple economics. It really is very simple. As demand […]
What’s the most un-sustainable part of the global energy complex? Maybe you would say co-ordinated OPEC production cuts. Or perhaps you would bring up high growth rates of shale producers. If you talked about the lack of free cash flow among shale producers you would be getting warm… But for me, when I went looking […]
Investors don’t need to hire Sherlock Holmes to help them see what it did to the balance sheet of Cenovus (CVE-NYSE/TSX) after spending $17.7 billion to buy most of Conoco-Phillips (COP-NYSE) Canadian assets this week. It’s a whopper of a deal. In total what is being acquired adds 298,000 BOE/day of production for Cenovus. 178,000 […]
Falcon Oil and Gas is in a “Catch-22” situation in Australia. In fact, you could argue that natural gas consumers down the entire east side of the country is in the same “Catch-22”. A “Catch-22”—the name of the famous 1961 book by Joseph Heller—is “a dilemma or difficult circumstance from which there is no escape […]
THE ONLY JUNIOR LITHIUM PRODUCER IN THE WORLD: OROCOBRE LIMITED (ORL-TSX) I’ve been studying lithium all through 2016. Lithium and lead are the key to renewable energy like wind and solar. These “clean” power sources need enough power density in battery storage to make them economic on a large scale—and that will come from […]